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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,347 | $148,623-64.1% | $135,974-60.8% | $139,466-61.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 10.44% | 79.30%-68.9pp | 68.30%-57.9pp | 373.66%-363.2pp |
| Employer contribution / active EE | $6,937 | $5,246+32.2% | $4,859+42.8% | $4,754+45.9% |
| Participant deferral / active EE | $11,341 | $8,103+40.0% | $7,760+46.1% | $6,712+69.0% |
| Admin fee / account holder | $57,706 | $12,406+365.2% | $10,767+436.0% | $11,409+405.8% |